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Compare Hubly and Redtail Technology 
Featured Products
At a Glance
Market Segments
Small-Business (100.0% of reviews)
Small-Business (90.8% of reviews)
Entry-Level Pricing
No pricing available
Contact Us
Hubly
Star Rating
(10)4.9 out of 5
Market Segments
Small-Business (100.0% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
No pricing available
Learn more about HublyRedtail Technology
Star Rating
(211)4.3 out of 5
Market Segments
Small-Business (90.8% of reviews)
Pros & Cons
Entry-Level Pricing
Contact Us
Free Trial is available
Browse all 3 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Redtail Technology excels in overall user satisfaction, boasting a significantly higher G2 Score compared to Hubly. Users appreciate the platform's user-friendly navigation, which simplifies daily tasks and helps them stay organized.
- According to verified reviews, Hubly shines in its ability to keep users on track with client management. Reviewers highlight features like dynamic workflow updating and the Hub Feed, which ensures they never miss important tasks or deadlines.
- Users say that Redtail Technology's implementation process is straightforward, with many praising its intuitive onboarding that allows for quick adaptation. This ease of setup is a notable advantage for small businesses looking to streamline their operations.
- Reviewers mention that Hubly's strong focus on workflow management has redefined their client onboarding processes. The platform's activity tracking and team management capabilities are particularly appreciated, making it a solid choice for those prioritizing collaboration.
- G2 reviewers highlight the quality of support provided by Hubly, which received perfect scores in this area. Users feel confident knowing they have access to excellent customer service, enhancing their overall experience with the software.
- According to recent feedback, while Redtail Technology has a robust feature set, some users feel it could improve in areas like automation and dashboard functionality. In contrast, Hubly's higher scores in these categories suggest it may better meet the needs of users looking for advanced features.
Pricing
Entry-Level Pricing
Hubly
No pricing availableRedtail Technology
Enterprise
Contact Us
Customizable plans with endless options available! Minimum license commitment is required.
- Customize Your Plan
Free Trial
Hubly
No trial information availableRedtail Technology
Free Trial is available
Ratings
Meets Requirements
9.5
7
8.6
181
Ease of Use
9.4
8
8.6
186
Ease of Setup
Not enough data
8.5
98
Ease of Admin
Not enough data
8.8
60
Quality of Support
10.0
7
8.8
171
Has the product been a good partner in doing business?
Not enough data
9.0
62
Product Direction (% positive)
10.0
8
8.5
182
Features by Category
Text Messaging
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
SMS Platform
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - SMS Marketing
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Functionality
Not enough data
9.2
10
Not enough data
9.3
10
Not enough data
7.8
10
Usability
Not enough data
7.7
10
Not enough data
8.8
10
Not enough data
7.2
9
Reliability
Not enough data
8.3
10
Not enough data
8.5
10
Not enough data
9.7
10
Agentic AI - Email Backup
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Reporting
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Security
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Content
9.0
7
7.2
105
Platform Additional Functionality
8.6
6
7.5
94
9.7
6
8.6
114
Not enough data
7.9
95
8.9
6
7.6
100
6.7
6
6.6
80
Platform Reporting and Analytics
Not enough data
8.0
92
Not enough data
6.9
78
Customer Support
9.7
5
8.4
96
9.7
5
8.0
98
8.9
6
8.1
102
Not enough data
7.9
94
Marketing Automation
Not enough data
7.0
81
Not enough data
7.6
90
Not enough data
6.6
82
Sales Force Automation
7.7
5
6.9
83
9.7
6
8.2
95
Not enough data
6.1
72
Not enough data
5.9
72
Not enough data
6.9
73
Agentic AI - Financial Services CRM
Not enough data
6.5
17
Categories
Categories
Shared Categories
Hubly and Redtail Technology are categorized as Financial Services CRM
Unique Categories
Hubly has no unique categories
Reviews
Reviewers' Company Size
Hubly
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Redtail Technology
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Financial Services
100.0%
‐
‐
‐
‐
Other
0.0%
Financial Services
86.0%
Investment Management
5.3%
Insurance
2.4%
Accounting
1.9%
Marketing and Advertising
1.4%
Other
2.9%
Discussions
Hubly has no discussions with answers
Will you now or in the future provide rmd calculations for Retirement and Inherited accounts?
1 Comment
HG
I am an end-user, but if I had to guess, I would say no. They are good at identifying RMD eligible clients, however, even custodians shy away from RMD...Read more
What is Redtail Imaging used for?
1 Comment
TK
We use it as an internal file storage for ComplianceRead more
Redtail Technology has no more discussions with answers
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